Manage Favorite Insights

Procore Insights help you spot risks early, understand performance trends, and take action with confidence. It's a tool designed to bring the most critical patterns to the surface without guesswork or manual digging. Whether you're managing a single job or overseeing a portfolio, Insights makes the most critical patterns visible.

You can favorite insights to show at the top of your Company or Project Insights, or on the Company Home or Project Overview pages.

• Required User Permissions

• Favorite insights are only reflected in your account.

• From the Insights tool

• From the Company Home or Project Overview

From the Insights Tool

1. Open the Procore Web app.

2. Navigate to Insights.

   • Select a company to view Company Insights.

   • Select a project to view Project Insights.

3. Click the Insights icon in the side panel.

4. On the insight card, click the star icon to favorite the insight.

5. View favorite insights by clicking the Favorites tab within Insights.

From the Company Home or Project Overview

1. Open the Procore Web app.

   • Navigate to the Company's Home or Portfolio tool.

   • Navigate to the Project Home or Overview.

2. Locate the 'Favorited Insights' section.

3. Click View All.

4. On the insight card, click the star icon to favorite the insight.

5. On the 'Favorited Insights' section, click the carets to navigate between favorite insights.